Personal Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-135
Closed -$14K 212
2019
Q4
$14K Sell
135
-145
-52% -$15K 0.01% 213
2019
Q3
$29K Hold
280
0.01% 175
2019
Q2
$28K Buy
+280
New +$28K 0.01% 160